March 2019 Luncheon Meeting

What Financial Planners Should Know About Real Estate Tax Issues

 Speaker: Ron Ricard

Meeting Description 

This session will address what financial planners should know about real estate tax issues, including:

• What to do with highly appreciated primary residences
• Options for 2nd homes
• Exit strategies for investment real estate
• 1031 exchange basic rules
• Reverse 1031 exchanges
• Red flag areas, such as partnership and related party issues.

Level of Complexity:  Intermediate

Learning Objective: Increased knowledge about real estate issues including 1031 exchanges.

1.5 hours CFP CE available pending approval by the CFP Board.

Speaker Biography

Ron Ricard is Vice President and Regional Account Manager for Northern California for Investment Property Exchange Services, Inc.(IPX1031). He is designated as a Certified Exchange Specialist®, one of fewer than 130 people nationwide who has earned that certification as accredited by the Federation of Exchange Accommodators. Over the past 17 years, Ron has taught 1031 Exchange accredited courses to over 30,000 investors, real estate agents and other professionals. Ron is a frequent contributor on local radio and television real estate shows and is a guest lecturer at the College of San Mateo, Menlo College and San Francisco State University. Currently on the Board of Directors of the California Commercial Brokers Association, he also served on the Board of the Santa Clara County Association of Realtors and is very involved with numerous real estate associations and industry groups throughout Northern California. Ron has a BS in Civil Engineering from UC Berkeley, a MBA in Marketing and is an active real estate investor.

Pricing and Registration (Lunch is included)

Register early!  Advanced pricing and online registration is available through March 4th:     

• FPA Members and First Time Visitors:  $40
• Non-Members:  $60

After March 4th:

• FPA Members:  $60
• All Non-members:  $75

Online Registration is open through Monday, March 4th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, March 5th.

Register Now!